Working collaboratively with Financial Advisers and ,other colleagues, you will assist in key financial administrative tasks. You will learn all aspects of the business and become a valued member of the team.
As an apprentice, you’ll work at a company and get hands‑on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products.
- Prepare annual review and meeting packs to assist the IFA/Client meeting process.
- Provide assistance and updates to the client where required including documentation being returned and processed.
- Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process.
- Progress mortgage, protection, pension, and investment business through to completion.
- General Administration duties including filing, scanning, invoicing and post.
- Answering calls promptly and in a professional manner.
- Preparing client valuations and updating policy data.
Training
- An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying
- This is a fully work-based programme.
You will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider.
Essential Qualifications
- GCSE English (Grade 4) essential
- GCSE Maths (Grade 4) essential
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
Company Benefits
- Additional leave.
- Opportunity to purchase up to 5 days annual leave.
- Auto enrolment pension scheme.
- 4x Salary Death in Service.
- Training and support towards industry recognised certifications.
- Cycle to work scheme.
- Eye Care Vouchers.
Financial Services Apprentice in Sunderland employer: We Are Zenith
At We Are Zenith, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the thriving offshore wind sector. Our Newcastle upon Tyne location provides employees with access to cutting-edge projects and opportunities for professional growth, while our commitment to employee development ensures that you can advance your career in a meaningful way. Join us to be part of a forward-thinking team dedicated to making a positive impact in renewable energy.
